Diversified Trust

Diversified Trust, a comprehensive wealth management firm with more than $3.5 billion in client assets, is expanding its services into North Carolina with a downtown Greensboro location. The office is Diversified Trust’s fourth location, joining Atlanta, Memphis and Nashville.

The managing director of the new Greensboro office is Wallace R. “Buster” Johnson, III. He previously served as the regional managing director for Wells Fargo Family Wealth (formerly Calibre – Wachovia’s multi-family office group).

“Historically, Diversified Trust’s expansion into new markets has been predicated on the opportunity to join with outstanding individuals who embrace our business philosophy and core values,” said Larry Bryan, CEO of Diversified Trust. “Our expansion into North Carolina is no exception as we have long had respect for Buster, his professionalism and expertise.”

Prior to joining Wachovia in 1997, Johnson was a partner with Ernst and Young, LLP, where he was director of the Personal Financial Consulting practice for the Carolinas. He has extensive experience in designing, assessing and analyzing advanced wealth transfer strategies, and has been integrally involved with serving clients with a comprehensive range of wealth management needs.

Johnson received his Bachelor of Science degree from Mississippi State University and is a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and has earned the Personal Financial Specialist (PFS) designation by the American Institute of CPAs. Johnson is involved with numerous civic, charitable and educational organizations in the Greensboro area.

“Buster is a great addition to our growing team,” added Bryan. “He is a respected, seasoned professional who is active in the local community, and we are very pleased he will be leading our Greensboro office.”

Diversified Trust clients include individuals, multi-generational families, single family offices, foundations, endowments, retirement plans, and family-owned businesses. Its comprehensive wealth management services include Investment Management, Trusts and Estates, Family Office Services and Institutional Advisory Services.